See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,960 | $175,202-97.7% | $149,673-97.4% | $139,434-97.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 31.73% | 166.71%-135.0pp | 134.42%-102.7pp | 372.94%-341.2pp |
| Employer contribution / active EE | $1,051 | $5,474-80.8% | $4,818-78.2% | $4,751-77.9% |
| Participant deferral / active EE | $2,000 | $6,519-69.3% | $5,680-64.8% | $6,710-70.2% |
| Admin fee / account holder | $350 | $16,150-97.8% | $13,210-97.4% | $11,403-96.9% |